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Christian Paul Martin Clausen

BURNS WEALTH ADVISORS LLC·HAMMOND, Louisiana
SIE, Series 7, Series 66CFPClean record16 years registeredBURNS WEALTH ADVISORS LLC
1607 SW RAILROAD AVE., HAMMOND, LA 70403CRD# 5750538Firm CRD# 305233

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christian Paul Martin Clausen · HAMMOND, LA
Registration
CRD #5750538 · BURNS WEALTH ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

PRIME CAPITAL FINANCIAL
Jul 2022 – present
BURNS ESTATE PLANNING & WEALTH ADVISORS
Sep 2019 – Jul 2022
HAMMOND, LA
AE WEALTH MANAGEMENT, LLC
Jul 2016 – Sep 2019
Hammond, LA
MORGAN STANLEY
Apr 2010 – Jul 2016
BATON ROUGE, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 6, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURNS WEALTH ADVISORS LLC
CRD 305233 · SEC 801-117306
AUM
$343M
Regulatory assets under management
Employees
7
1,470 client accounts
Services offered by BURNS WEALTH ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BURNS WEALTH ADVISORS LLC →
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05

Frequently Asked Questions

What services does Christian Paul Martin Clausen offer?
Christian Paul Martin Clausen specializes in Investment Management, Fee-Only Advisory. Contact their office in HAMMOND, Louisiana for a consultation.
What are Christian Paul Martin Clausen's credentials?
Christian Paul Martin Clausen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christian Paul Martin Clausen located?
Christian Paul Martin Clausen is based in HAMMOND, Louisiana, working with BURNS WEALTH ADVISORS LLC. Their office serves clients in the HAMMOND metropolitan area and surrounding communities.
How does Christian Paul Martin Clausen charge for services?
Christian Paul Martin Clausen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNS WEALTH ADVISORS LLC?
BURNS WEALTH ADVISORS LLC has approximately 7 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BURNS WEALTH ADVISORS LLC

Ernest Mcdougall Burns
HAMMOND, LA
Christopher Logan Burns
HAMMOND, LA
David Ray Burns
HAMMOND, LA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
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Research
Advisor Fees in LouisianaNational Fee Analysis
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